Capital appreciation fund

Aggressive Growth Mutual Fund

A mutual fund that invests primarily or exclusively in high-risk, high-return securities. They may invest in IPOs and quickly re-sell; they also commonly invest in options. Very little of the income from an aggressive growth mutual fund comes from dividends; rather, most of its earnings come from capital appreciation. They have a high degree of volatility, and tend to correlate highly with stock market performance; that is, they do well when stock markets do well and poorly otherwise. Some analysts believe that while aggressive growth mutual funds correlate in this way, they do so more strongly, meaning that their values increase and decrease more steeply than stock markets as a whole.

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References in periodicals archive ?

Rowe Price Capital Appreciation Fund, placed in the top 1% over 10 years.

Morningstar's Fund Managers of the Year: 2017

85 million in strategic investment from Chinese private equity firm, Peregrine Greater China Capital Appreciation Fund.

China,Singapore : CHINESE private equity fund acquires 42% stake in SINGAPORE's I-SPRINT

Rowe Price, where he ran the famed Capital Appreciation Fund.

The value of experience: prospector Capital Appreciation fund manager Rich Howard counts four decades of working with the biggest names in the business as the secret to his success

OppenheimerFunds Inc (OFI) has said that Julie Van Cleave has been named portfolio manager of the Oppenheimer Capital Appreciation Fund, effective immediately.

OppenheimerFunds names growth portfolio manager

Riverside's Capital Appreciation Fund 2000 acquired HCPro in 2002 and has expanded the company both through internal growth and 20 add-on acquisitions, including healthcare newsletters from COR Health (Santa Barbara, CA) and Business Word (Centennial, CO), "HealthLeaders Magazine" from HealthLeaders Media (Nashville, TN), Bandido Books (Orlando, FL) from management, HRAI Coding Specialists (Richmond, VA) from management and newsletter publisher National Health Information (Atlanta, GA) from management, among many other deals.

Halyard Capital purchases HCPro, Inc

Rowe Price Capital Appreciation Fund, and $150 in the 529 college savings plan.

Taking steps toward financial independence: our 2003 financial fitness contest winners are reaching their goals with solid fiscal planning

ESI Group's investors, you'll recall, included Alice Walton's Heartland Capital Appreciation Fund LP.

'Einstein Evolution'

Worst stock pick: Dreyfus Capital Appreciation Fund.

DOLLARS & SENSE : COMPANY SPOTLIGHT

As a capital appreciation fund, investment is made in projects with a long payback period.

SA Fund props infrastructure

It worked with George Noble's Overseas Fund, which had $2 billion in assets within two years, and with Tom Sweeney's Capital Appreciation Fund, which had $1.

Who's calling the shots at Fidelity?

Commenting on the capital appreciation fund, the fund analyst says that while veteran Fidelity fund manager Fergus Shiel has "a decent record since his 2005 start .

Morningstar Upgrades 7 Funds, Downgrades 4

That included stocks such as Microsoft (Nasdaq: MSFT), AOL Time Warner (NYSE: AOL), ACXIOM (Nasdaq: ACXM), and Sirius Satellite Radio (Nasdaq: SIRI), as well as the Fidelity Capital Appreciation Fund (FDCAX) and American Century Ultra Fund (TWCUX).

Seeking stable ground: a solid investment plan helped Rick Byrd endure life's bumps and bruises. (Investment Strategies)